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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

VMC holding history

Vulcan Materials CO in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VMC overviewAll 13F holders of VMCFull Q2 2026 holdings

Shares (Q2 2026)
69
Value
$20.4K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of VMC by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669$20.4K<0.1%−17−19.8%ReducedHolders
Q1 202686$23.4K<0.1%+3+3.6%AddedHolders
Q4 202583$23.8K<0.1%−1−1.2%ReducedHolders
Q3 202584$26.0K<0.1%+24+40.0%AddedHolders
Q2 202560$15.7K<0.1%+4+7.1%AddedHolders
Q1 202556$13.1K<0.1%−251−81.8%ReducedHolders
Q4 2024307$79.0K<0.1%00.0%UnchangedHolders
Q3 2024307$76.9K<0.1%+302+6,040.0%AddedHolders
Q2 20245$1.24K<0.1%+1+25.0%AddedHolders
Q1 20244$1.09K<0.1%+2+100.0%AddedHolders
Q4 20232$455<0.1%00.0%UnchangedHolders
Q3 20232$405<0.1%00.0%UnchangedHolders
Q2 20232$451<0.1%00.0%UnchangedHolders
Q1 20232$344<0.1%00.0%UnchangedHolders
Q4 20222$350<0.1%–No prior filingHolders